Bank of America

Financial Planning and Analysis

• managing a financial center and its employees on a day-today basis
• operating as a business owner and fostering a team environment
• instilling an effective client-centric and risk culture in the center
• helping clients achieve their financial goals
• ensuring operational excellence and cohesive effectiveness

Financial Center Manager

Bilingual

• Engage clients in the lobby to educate and assist with transactions through self-service resources.
• Accurately and efficiently process cash transactions for clients as needed.
• Have deep conversations with clients to gain knowledge of financial and life priorities.

Relationship Banker – Bilingual Spanish

• Operates as a back up financial center leader within a market
• Manages client traffic, engaging and appropriately routing clients, and fostering client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiative prescribed by market leaders
• Drives operational excellence
• Creates an inclusive team where members are treated fairly and respectfully
• Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement
• Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results
• Leads and encourages the identification, escalation and resolution of potential risks
• Knows and develops team members through coaching and feedback
• Manages expenses and demonstrates an owner’s mindset
• Recruits, on-boards and develops talent, and supports talent mobility for career growth
• Delivers results through effective team management, structure, and routines

Market Financial Center Manager

• Providing comprehensive advice and customized solutions to clients
• Triaging client leads and making referrals
• Meeting with clients to review financial and investment goals

Financial Solutions Advisor

Solutions Engineer

• Define an architectural vision and solution that supports the strategic outcomes of the Business' Products and Services
• Define the target operating environment
• Design for client resiliency
• Assist with solution design
• Define non-functional requirements
• Work with stakeholders and service providers aligned to the Business' strategic objectives
• Evaluate the impact of strategic design decisions
• Contribute to the architecture roadmap
• Create the solution intent and architectural vision for complex solutions
• Prioritize functional and non-functional requirements into a technology backlog
• Contribute to the architecture roadmap of defined domains
• Clarify the architecture
• Assist with system design to support implementation
• Provide solution options to resolve any architectural impediments
• Facilitate solution driven discussions
• Lead the design of complex architectures
• Educate team members on the technology practices
• Support the team in selecting the technology stack required for solutions
• Perform design and code reviews to ensure non-functional requirements are met.

Solutions Architect – Consumer Lending, Credit Underwriting Technology

• Engaging clients in the lobby to educate and assist with conducting transactions
• Accurately and efficiently processing cash transactions
• Having deep conversations with clients to gain in-depth knowledge of their financial and life priorities

Relationship Banker – Bilingual in English, Portuguese

Product Manager

• Responsible for leading daily management and development of Institutional Retirement products
• Develops and executes strategies aligned to client and marketplace needs
• Understands competitive landscape to identify strategic opportunities
• Partners across cross-functional teams to drive development of product solutions
• Collaborates with key stakeholders to develop go-to-market strategies
• Develops business cases, organizes information and documents recommendations
• Identifies opportunities to simplify, improve processes, reduce operating risk
• Manages risk through implementing and monitoring effective controls
• Partners with internal stakeholders to obtain meaningful insights

Senior Product Manager – Workplace Benefits

• This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
• Key responsibilities include accurately and efficiently processing cash transactions for clients as needed.
• Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Relationship Banker

Operations

• Resolving day-to-day complex problems
• Researching and executing on complex transactions for multiple sites or larger business unit(s)
• Leading the design, development, and implementation of products, systems, processes, and services
• Managing projects and directing activities of a team related to special initiatives
• Advising as a technical expert in assigned area by providing work direction, guidance, and training to employees and business partners
• Building relationships with business partners across various Lines of Business

Senior Ops Consultant – Global Payment Operations, Reconcilement Process, Excellence and Controls

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
• Accurately and efficiently processing cash transactions for clients as needed.
• Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities.
• Connecting clients to solutions that meet the financial goals.
• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

• Engage clients in the lobby to educate and assist with transactions through self-service resources
• Accurately and efficiently process cash transactions for clients
• Build relationships with clients to meet financial needs
• Adhere to established processes and guidelines

Relationship Banker – Bilingual in English and Portuguese

• Responsible for providing service fulfillment, with case ownership, resolution, partnership, research, and proactive support for internal partners across the organization including Internal Support Teams and our clients on complex, niche scenarios
• Manage workload through CMC case functionality
• Adherence to service level agreements which include hitting response and resolution cycle time goals
• Each associate provides full accountability, ownership, and coaching opportunities which builds powerful relationships
• Handling onboarding, funding, ongoing service, product and sales support inquiries across the Merrill suite of products and demonstrating the highest standard of service for every associate interaction.

Specialty Consumer Investments Operations Solutions Specialist

• Manages diverse administrative functions for a large department
• Consults with senior management in evaluating current methods
• Resolves personnel, audit and/or budget issues
• Develop and maintain process documentation

Business Support Manager II – Global Credit Operations

Consultant

• Designing, automating, and managing a comprehensive reporting portfolio
• Streamlining and modernizing manual reporting
• End-to-end ownership of reporting solutions
• Monitoring key metrics and identifying opportunities for automation and quality assurance
• Supporting governance activities

Customer Segment Consultant

• This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
• Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
• Job expectations include applying and expanding knowledge by completing required licenses and trainings.
• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
• Recommends banking and investments strategies that align with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.